+174.5%
CIEN vs INVH
-2.4%
+176.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.0% |
| 7D | -15.2% | -2.9% | -12.3% | -16.1% |
| 30D | -21.5% | -6.9% | -14.6% | -23.4% |
| 3M | -40.1% | -2.7% | -37.4% | -40.6% |
| 6M | -6.6% | +8.2% | -14.8% | -6.7% |
| YTD | +37.3% | +4.5% | +32.8% | +37.7% |
| 1Y | +174.5% | -2.3% | +176.9% | +177.0% |
| All | +174.5% | -2.4% | +176.9% | +177.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded INVH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling